James Wells, financial advisor Atmore AL
89 score

James Wells

CRD Number: 6303185
Current Firm: Fsa Investment Group, LLC

James Wells (CRD# 6303185) is an Investment Advisor Representative working at Fsa Investment Group, LLC in Atmore, AL and has over 2 years of experience in the finance industry.

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Fsa Investment Group, LLC
Company Name Location Dates Years
Fsa Investment Group, LLC Atmore, AL Apr 2014 - Current 2
J. Randall Wells Cpa Pace, FL Jan 2014 - Current 2
Fs Advisors Inc. Altmore, AL Feb 2014 - Apr 2014 < 1
Warren Averett LLC Pensacola, FL Feb 2008 - Dec 2013 5
Pricewaterhousecoopers LLP Raleigh, NC May 2002 - Jan 2008 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2013
Contact Info for James R. Wells
Phone Number: (251) 459-6910
Firm Website: http://www.fsa-ig.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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